Excel is the go-to tool for sales and marketing teams to manage data, track performance, and drive business growth. This handbook provides quick access to 80+ formulas and practical Excel tips, specifically tailored for sales and marketing applications. From lead tracking and campaign ROI to revenue forecasting and interactive dashboards, every formula is explained with real business use cases.

What you’ll find inside:

• 80+ Excel Formulas categorized by Sales & Marketing use cases (Leads, ROI, Campaigns, KPIs, Dashboards, Forecasting).

• Dashboard & Reporting Techniques – PivotTables, Slicers, Sparklines, and dynamic reporting.

• Practical Tips & Best Practices for data cleaning, automation, and reporting efficiency.

• Quick Reference Style – Easy-to-follow formula examples for day-to-day sales and marketing tasks.

This guide is designed for MBA students/Sales and Marketing Professionals/ Candidates looking for  working in Sales and Marketing, and who need immediate access to the most relevant Excel formulas and tips to improve productivity and decision-making.

👉 For those who want to go beyond self-study and gain in-depth, practical training, get access to Petromonk Academy’s in-house trainers. Our industry experts deliver live online classes, providing real-world case studies and guidance to help you become an Excel-savvy Sales & Marketing professional.